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Fund Management
Resource for members only
This page contains Fund Management resources for community foundations.
Legal & Regulatory
Knowledgebase
Conflict of Interest Policies and Disclosure Forms
Resource for members only
These sample disclosure forms ask individuals to list their affiliations with other entities that might potentially affect their independent decision making in order to identify potential conflicts of interest based on an expansive definition of affiliated persons.
Resource
Legal Aspects of Fund Management
Resource for members only
Watch this video to be better informed on legal aspects of fund management.
Resource
Top 10 Tips for Navigating Red Flags Leading a Private Foundation
Resource for members only
This webinar will help you navigate the most common “red flags” as you lead your private foundation and stay out of any “danger zones!"
Resource
Making Scholarship Payments to a For-profit College
Foundation Legal Help Desk advisors respond to a question on whether or not a foundation can make scholarship payments to a for-profit college.
Resource
Management Liability Insurance
Resource for members only
This webinar discusses the variety of management liability insurance coverages and issues that foundations need to consider in order to protect their board, their managers, and their organization’s assets.
Resource
Fund Agreements-Best Practices
Resource for members only
This webinar will cover the key elements of a fund agreement, share ideas for creating fund agreements that work over time, and provide guidance on how to change a fund.
Knowledgebase
Tax Information for Charities and Other Nonprofits from the Internal Revenue Service
Access official tax information and resources for charities and other nonprofits from the Internal Revenue Service.